Relationship Mgr- Wealth sales

Leading Wealth Mgt and financial advisory firm requires  Mgr/Sr Manager - Wealth & Treasury  sales  - Mumbai( BKC)

PFB the JD and details-

Role Overview-

This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding  Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participating in high-level meetings.

Key Responsibilities-

-Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices.

-Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided).

-Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking.

-Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.

-Support business growth by identifying client needs and positioning IFAs value-added services.

-Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels.

-Transition into a Treasury/Wealth Advisor or Managerial Role within 12 years based on performance.

Qualifications & Experience

- over 5  years of experience in sales. Very proficient in English and the basics of financial concepts.

-Experience in customer service or relationship management will be preferred.

-Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments.

-Excellent communication skills, both verbal and written, with fluency in English.

-Highly motivated, entrepreneurial mindset, strong relationship management skills.

-Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA.

-Not suitable for candidates with only back-office or operational profiles or analyst roles.

What You Will Learn

-Direct exposure to strategic discussions with CXOs, UHNIs, CFOs, and promoters across industries.

-Advanced financial concepts including Treasury Management, FX Derivatives, Predictive Models, Option Greeks, and Asset Allocation.

-Hands-on coaching from Harvard-educated mentors and weekly financial marke training sessions.

-Mastery of presentation skills, negotiation techniques, and life skills for high-level advisory roles.

-Opportunity to build a sustainable client base with long-term revenue-sharing potential

If the position interest you kindly share your cv at

career@megmasrrvices.co.in

or contact

Pranav- 7011354635

Share the following details

- current fixed CTC and Notice period

- Expected ctc

- Relevant experience in wealth and treasury sales

- Size of business managed

-reason for leaving currnet job